Create a Conga Email Template

You can create a Conga Email Template (CET) manually. You can also create CETs within Solution Manager. For more information, see Add a New Conga Email Template to a Solution using Solution Manager.

To create a Conga Email Template:

1. Click the Conga Email Templates tab.
2. Click New to create a record.
3. Enter a description and basic information about the new template and save the record. Do not create the email body here. Instead, use the Advanced Editor.
4. Click Advanced Editor to create the body of the template.
5. Copy and paste merge fields from the Template Builder into the Advanced Editor. The template builder is located under tools and settings in the button/solution.
   
6. Click Save.